Welcome to Non-Profit Onboarding

We’re honored to support your mission.

As a valued non-profit organization, your HighLevel account comes with powerful tools to automate outreach, manage donors, and streamline communication — all while honoring your tax-exempt status.

Getting Started with Tax-Exempt Billing

To ensure you’re not charged sales tax, we’ll need your organization’s Sales Tax Exemption Certificate on file.


What to do:

  • Fill out the form below with your organization details

  • Upload your signed tax exemption certificate (PDF or image)

  • Our team will confirm and apply the exemption to your billing profile

  • Upon confirmation, you will receive an invoice to the email provided in this form

PDF or Image
Country

Optivity360 is powered by HighLevel.

If you use my affiliate link to sign up directly with HighLevel,

I may earn a commission — at no extra cost to you.

I only recommend tools I trust and use.